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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

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WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

A couple researches the best IRA for beginners.
Investment Management

How to Choose the Best IRA for Beginners

An IRA is an “independent retirement account” typically used by small businesses and individuals who …

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401(K) document, some charts, and other elements of a retirement portfolio sitting on a desk.
Uncategorized

7 Things to Remember When Starting Your Retirement Portfolio

Planning for the day when you no longer have to work is essential if you …

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An investor buys clean energy stocks in a wind farm.
Investment Management

7 Factors to Consider When Choosing Clean Energy Stocks

Your portfolio’s main objective is to earn money, but you don’t have to sacrifice your …

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Person flipping blocks that say wealth with coins on them
Planning

IRS Releases 2022 Key Numbers for Health Savings Accounts

2022 contribution limits for health savings accounts (HSAs), as well as the 2022 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).

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Are you looking for independent advice?

Is Bogart right for me?

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